Ep 14: SCHD Dominance, Tax-Smart Income & Consumer Staples Revival

from Informed Investing · host Informed Investing

This week we dig into SCHD's massive 2026 outperformance driven by energy and defense sectors, compare the after-tax income from Section 1256 funds like SPYI and QQQI versus ELN-based JEPI and JEPQ, explore recession-resistant consumer staples picks including KMB, GIS, and MDLZ, review the Vanguard income trifecta of VYM, VDE, and VNQ, debate the split analyst sentiment on Realty Income, and tackle the age-old question of whether individual stock picking can beat a quality dividend ETF.

What this episode covers

SCHD is up 11% YTD while the S&P 500 is down 2%. We break down why dividend value is crushing growth, the tax math behind SPYI vs JEPI in taxable accounts, consumer staples picks yielding 4-5%, and the eternal debate: individual stocks or just buy the ETF?

NOW PLAYING

Ep 14: SCHD Dominance, Tax-Smart Income & Consumer Staples Revival

0:00 23:34

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Informed Investing?

This episode is 23 minutes long.

When was this Informed Investing episode published?

This episode was published on March 10, 2026.

What is this episode about?

Can I download this Informed Investing episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!